Getting started with Aico
- Logging into Aico for the First Time
- Creating your first journal
- Creating your first request
- Creating your first payment
- Creating your first Intercompany Invoice
- Working with Closing Tasks
Working with Journals
- An overview of Aico journals
- How to create a manual journal
- Create a journal by copying existing journals
- Import new journals from Excel
- How to import multiple journals from one Excel spreadsheet
- What are recurring journal entries?
- How to create Recurring Duplicate Journal entries
- How to create Recurring Allocation journal entries
- Create recurring journals with automatic reversals
- Reversing documents
- Import data to existing journals
- Export journals to e-binder
- Working with Reconciliations
- Basic settings in Aico documents
- Excel Support
- An overview of Aico Dashboards and Lists
- How to use lists in Aico
- How to use dashboards in Aico
- How to use charts in a dashboard
- Dashboards: Advanced Settings
- Manual closing tasks
Users and User Groups
- Overview of Users and User Groups
- Add user accounts
- Edit user account data
- Manage user groups
- Manage user roles
- Copying roles at the company level
- Copy user roles from individual users
- Create a user report
- Manage administrative user rights
- Super user mode
- Additional super user global admin rights
- User and User group export and import
- Value sets
- Currency Amount Groups
- Mail notifications
- Tax codes
- Users and User Groups
- Introducing Automation Manager
- Core Set Up
- Introducing task templates
- Creating task template details
- The Aico Document
- Aico document headers
- Preparer and Approver workflow settings
- Overriding parameters at a company level
- Master data export and import
- Set a custom schedule
- Dependent tasks in Aico
- How to use Smart tags in Aico
- How to add an attachment to a task template
- Task Generation
- Administrative tasks
- Release notes
- Maintenance Schedule
- Support Alerts
An overview of Aico Dashboards
Modified on Wed, 23 Nov 2022 at 11:36 AM
When you log onto Aico for the first time, you will be taken to your default dashboard.
In Aico, you will either see a Dashboard or a List. A Dashboard typically displays an overview of selected data using different types of charts, whereas a list contains a table of documents.
The Dashboard view.
If you are looking at a Dashboard view, you will see something similar to the image below.
1. The top row of tabs lists the dashboards available to you. Depending on your admin rights, you will be able to create and edit shared dashboards. All users are allowed to create personal dashboards.
2. You will not see the cog wheel on a shared dashboard if you are not a shared dashboard administrator.
You will see the other buttons which allow you to copy dashboards, as well as make them favourites and set them as your homepage. Go to the Working with Dashboards section for more details.
3. These are quick filters. You can refine the information that shows in your dashboards by clicking on them. For more information on quick filters, click here.
4. This is the main display area for the dashboard. Dashboards display an overview of selected data using different types of charts, such as bar and line charts, pie and donut charts, and gauges. An option to drill through from most charts to a list view is also available.
The List View
You may also see a list view. It will look similar to the image below.
The information displayed is very similar to a dashboard view, but is displayed as a full-page tabular list.
1. The top row of tabs shows the lists available to you. Depending on your admin rights, you will be able to create and edit shared lists. All users are allowed to create personal lists.
2. You will not see the cog wheel on a shared list if you are not a shared list administrator. You will see the other buttons which allow you to copy lists, as well as make them favourites and set them as your homepage. Go to the How to Use Lists in Aico section for more details.
3. These are quick filters. You can refine the information that shows in your list by clicking on them. For more information on quick filters, click here.
4. This is the main display area for the list view. Click on the document you want to open to start working on it.
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